Outcomes from Intake to Exit and Beyond

Social services agencies are faced with an overwhelming administrative burden. You are expected to deliver results data to numerous funders, often through disconnected funder databases that don’t give you access to track and analyze your results. Our solutions span your whole agency by linking your data together and providing the tools to understand your impact in programs, fundraising, and operations. Based on 10 years of experience building custom solutions for human services agencies, we’ve also developed Exponent Case Management. Our product is a fully-featured case management solution that provides powerful workflow, accessible analytics, and a modern platform that can be integrated with other systems.

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  • Manage your programs with Exponent Case Management
  • Collect intake, assessment, demographic and other data in custom forms
  • Create service plans and track services
  • Record referrals and request follow up
  • Track outcomes to improve services
  • Analyze program, client, and organization data
  • View and record data on mobile devices
  • Manage donors, partners, volunteers, and other contacts
  • Create online communities for clients and partner organizations
  • Connect with fundraising, communications, and LMS systems
  • Integrate with other databases
  • Develop custom reports and dashboards


  • Workforce Development
  • Youth Programs
  • Child Welfare Services
  • Disability Services
  • Collective Impact Initiatives
  • Reentry Services
  • Education
  • Homeless Services
  • Senior Services
  • Refugee Services
  • Family Services
  • Food Banks


Exponent Case Management

Through a decade of working with social services agencies, we’ve helped organizations struggling with legacy databases that didn’t provide access to the data that they needed to effectively manage their programs. Exponent Case Management, an app on the Salesforce AppExchange, revolutionizes case management so that organizations can truly guide their activities through outcomes.

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Photo Credit: Adult students at Cara learn new skills that will help them succeed in life and on the job.

Services Across your Agency

The hub of your technology and data management is usually your case management system, but our solutions also can integrate all of your systems into one easy-to-maintain platform. We offer implementation of our next-generation case management solution, Exponent Case Management, and we help organizations plan and build all types of systems for agency performance management


Whether you are undertaking a case management implementation or building out a whole agency system, a well thought through technology strategy will ensure smoother adoption. Examples of strategic projects include: Existing System Assessments, Technology Roadmaps, and Collaborative System Planning.


Business process analysis is key to the success of our solutions. During our planning phases and engagements, we identify the key data and workflow that drive your processes and we develop a complete system design and implementation plan to guide your project.


Over the past ten years, we’ve honed our methodology to deliver projects effectively and efficiently. We understand that many agencies have few, if any, dedicated technology staff, and we specialize in guiding you through an implementation no matter your level of technology expertise or the complexity of your project.


Our Support Plans offer support for all aspects of case management and Salesforce systems. You’ll have access to unlimited how-to support and product documentation as well as enhancement support to tweak your solution. Our team is made up of nonprofit Salesforce admins who understand the challenges agencies face.

Human Services Expertise

Our combined experience of over 300 projects for human services agencies ensures your solution will be informed by a decade of best practices and knowledge that have delivered results. Take advantage of a free consultation to learn how we can help your organization.

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Human Services Client Success

Our broad base of experience building technology solutions for human services agencies ensures that our clients benefit from sector best practices and a focus on results and outcomes. Learn more about our experience.

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Human Services Team

Patrick Shaw

Human Services Practice Manager

Patrick has 20+ years of experience working to strengthen the nonprofit sector, including managing the Salesforce practice at NPower Seattle, managing programs for adults with developmental disabilities, and serving as development director for a Seattle-based nonprofit. He has managed technical projects ranging from websites and databases to data networking, with an emphasis on Salesforce…. read more ›

Human Services Resources

Exponent Case Management Feature Demos

Our fully-featured case management solution addresses agency’s key needs, including case records, intake, assessments, referrals, service tracking, service planning, outcomes management, reporting and more. Check our YouTube playlist of demos of our app in action.

A Consumers Guide to Case Management Systems

Idealware is a nonprofit that provides unbiased reviews of software solutions for nonprofits. Check out their report of case management systems, featuring Exponent Case Management. Exponent Case Management was recommended in three out of four key human services scenarios.

Catholic Charities Fort Worth’s Insights on Technology Planning

Struggling with legacy technology? Considering how new systems can support your organization’s mission in the future? Hear valuable lessons from Catholic Charities Fort Worth on how planning your technology strategy helps ensure positive outcomes for their clients.

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